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Dec 21, 2012 3:00pm EST
for a month while they continue hassling? not a pretty picture at this point. >> joining us, rob mcguyver of the gemson quality growth fun, troy, rick santelli is with us in chicago, as well. troy, what do you think? how do you invest? do you even bother to try and invest right now into 2013 with all that's going on in washington? >> if there's anything you're in right now that is sfend dependent on a fiscal cliff solution, you should probably look elsewhere where that favorable solution is not necessary in order to generate returns going into 2013. >> yeah, but is there anything that isn't supposed to the fiscal cliff? doesn't the market sell off if we don't do a deal? do you think some stocks won't get affected? >> well, everything strategy in every asset class class is supposed to some extent. but our strategy would be that particularly those tied to appreciating values are much more resistant if you end up having a fiscal cliff and the probability increases. some things have far less down side to that situation. >> michael farr has made his way through d.c. traffic. are you guys
Dec 12, 2012 3:00pm EST
. >> this will be the last question. >> last but not least, greg rob, market watch. there seems to be growing evidence that some of the mbs purchases, the impact of the mbs purchases, banks are holding on to some of the gains and not passing them on to the borrowers. is there anything you can do about that, and are you concerned about that? thank you. >> so the question is just to restate your question is about the spread between the mortgage rates that the public pays and the yields to mortgage-backed securities that banks may hold, and the question is that spread widening so that the full benefit of the reduction in mbs yields is being passed through. that's the question. >> yes. >> i just want to make sure that everybody heard it. >> so you can answer. our analysis suggests that it takes time. two points. the first point is that -- is that while we don't expect 100% pass-through of mbs yields to mortgage rates, our empirical and theoretical analysis, and the we've had quite a bit of work done on this issue, suggests that over time the great majority of the decline in mbs yields does get passed thro
Search Results 0 to 1 of about 2